ACA Onboarding · Ready-to-Sell Roadmap
Work through these in order. Each phase builds on the one before it — licensing, contracting, FFM certification, HealthSherpa, training, and a final readiness check.
Whenever you email Benavest / Time Financial Group LLC about your contracting — initial contracting, additional requirements, or carrier contracts — CC Marcelo and Kedlyn on that email.
The full sequence, at a glance.
The consolidated gate — everything above rolls up into this list.
These do not go away once you are ready to sell.
Benavest / Time Financial Group LLC, CMS, HealthSherpa, carriers, and licensing departments can all reach out with requirements. Check all of them regularly.
Always CC Marcelo and Kedlyn on communications with Benavest regarding your TFG contracting.
Never share your CMS password, CMS MFA codes, HealthSherpa password, carrier portal passwords, or security question answers — with anyone, for any reason.
Fill this in as your own readiness snapshot for your TFG final review.
Download the fillable PDF below — it covers this same summary plus the Ready-to-Sell checklist. It opens directly in Acrobat or Preview so you can type into it and check boxes.